• QuickPress

    Should Diversity be Part of Clients’ Portfolios?

    I consider myself a fiscal conservative and a social liberal. As an African-American, I have long been sensitive to issues like racial and gender equality. The last 12 months have been polarizing in America, from the #MeToo movement to tiki torch-bearing white nationalists to Black Lives Matter and the NFL national anthem protests. Our national melting pot is looking like anything but. To read the full article in Financial Planning, click: Should Diversity be Part of Clients’ Portfolios?

  • QuickPress

    Will #MeToo Come to Wealth Management Next?

    Influential figures such as Hollywood powerbroker Harvey Weinstein and casino mogul Steve Wynn have had their careers ended amid allegations of sexual misconduct.  And several members of the House of Representatives have resigned in recent months over accusations that they too had engaged in misconduct.  Wealth management is not immune from these problems. To read the full article in FinancialPlanning, click: Will #MeToo Come to Wealth Management Next?